PFG Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Buy |
45,796
+4,494
| +11% | +$643K | 0.3% | 63 |
|
|
2025
Q1 | $6.91M | Buy |
41,302
+3,764
| +10% | +$630K | 0.39% | 64 |
|
|
2024
Q4 | $5.44M | Sell |
37,538
-1,802
| -5% | -$261K | 0.33% | 69 |
|
|
2024
Q3 | $5.79M | Buy |
39,340
+2,084
| +6% | +$307K | 0.37% | 64 |
|
|
2024
Q2 | $5.83M | Buy |
37,256
+12,728
| +52% | +$1.99M | 0.39% | 58 |
|
|
2024
Q1 | $3.87M | Buy |
24,528
+1,019
| +4% | +$161K | 0.28% | 89 |
|
|
2023
Q4 | $3.51M | Buy |
23,509
+87
| +0.4% | +$13K | 0.28% | 89 |
|
|
2023
Q3 | $3.95M | Sell |
23,422
-2,806
| -11% | -$473K | 0.35% | 73 |
|
|
2023
Q2 | $4.13M | Buy |
26,228
+1,051
| +4% | +$165K | 0.31% | 84 |
|
|
2023
Q1 | $4.11M | Buy |
25,177
+6,710
| +36% | +$1.09M | 0.34% | 78 |
|
|
2022
Q4 | $3.31M | Sell |
18,467
-130
| -0.7% | -$23.3K | 0.32% | 74 |
|
|
2022
Q3 | $2.67M | Buy |
18,597
+1,437
| +8% | +$206K | 0.31% | 84 |
|
|
2022
Q2 | $2.48M | Sell |
17,160
-467
| -3% | -$67.6K | 0.28% | 82 |
|
|
2022
Q1 | $2.87M | Buy |
17,627
+2,586
| +17% | +$421K | 0.29% | 75 |
|
|
2021
Q4 | $1.77M | Sell |
15,041
-1,296
| -8% | -$152K | 0.17% | 167 |
|
|
2021
Q3 | $1.66M | Sell |
16,337
-1,518
| -9% | -$154K | 0.18% | 164 |
|
|
2021
Q2 | $1.87M | Buy |
17,855
+244
| +1% | +$25.6K | 0.21% | 141 |
|
|
2021
Q1 | $1.85M | Buy |
17,611
+6,908
| +65% | +$724K | 0.24% | 127 |
|
|
2020
Q4 | $904K | Sell |
10,703
-505
| -5% | -$42.7K | 0.15% | 171 |
|
|
2020
Q3 | $827K | Sell |
11,208
-2,127
| -16% | -$157K | 0.16% | 170 |
|
|
2020
Q2 | $1.14M | Buy |
13,335
+364
| +3% | +$31K | 0.26% | 113 |
|
|
2020
Q1 | $1.08M | Sell |
12,971
-246
| -2% | -$20.6K | 0.29% | 103 |
|
|
2019
Q4 | $1.56M | Buy |
13,217
+1,047
| +9% | +$123K | 0.38% | 84 |
|
|
2019
Q3 | $1.38M | Buy |
12,170
+128
| +1% | +$14.5K | 0.38% | 79 |
|
|
2019
Q2 | $1.49M | Buy |
12,042
+1,650
| +16% | +$204K | 0.4% | 73 |
|
|
2019
Q1 | $1.25M | Sell |
10,392
-3,027
| -23% | -$363K | 0.38% | 83 |
|
|
2018
Q4 | $1.59M | Buy |
+13,419
| New | +$1.59M | 0.5% | 57 |
|